The Broadleaf Growth Equity Portfolio holds roughly thirty individual equity securities and is appropriate for clients seeking exposure to a growth oriented investment style for a portion of their overall investment portfolio. All client portfolios are separately managed.
We manage the portfolio using a proprietary investment strategy which incorporates our top-down macroeconomic views coupled with company specific, bottoms-up fundamental considerations. The portfolio’s objective is to outperform the S&P 500 over a full market cycle – typically three to five years.
The Broadleaf Growth Equity Portfolio’s goal is to outperform the S&P 500 and Russell 1000 Growth indices over a three to five year time horizon or full market cycle. It is suitable for investors seeking an exposure to an all-cap, concentrated equity investment style which may be more volatile than the market as a whole.
Investors should consider it as a portion of their investment portfolio, within the context of their overall asset allocation. For additional details, including top holdings, portfolio statistics and our market outlook, please refer to our most Recent Performance and Market Commentary.
Our investment process follows three basic steps in which we CREATE the initial portfolio, MANAGE it on an ongoing basis, and CRITIQUE our results after the fact.
Starting with our favorite 25-35 growth stocks, we create a portfolio that is designed to outperform the S&P 500 over the forecast period. We then manage this portfolio by closely following earnings trends, tracking performance of individual holdings through different market environments, and employing our rigorous sell discipline. Over time, we critique the investment returns, as well as the changes we’ve made, to ensure we’re adding value and improving investor outcomes in the future.